Institutional Ownership Schwab Strategic Tr Us Large C (SCHG)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHG). We have compiled data on the 1,686 institutions that hold shares in the stock, with a total of 855 Million shares, which have been reported (via 13F filing form) to have a value of $27.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
3,910
shares
|
$126,136
0.06% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
3,894
shares
|
$125,620
0.07% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
3,760
shares
|
$121,297
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
3,746
shares
|
$120,845
0.11% of portfolio
|
Q4 2023
Added 0.13%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
3,744
shares
|
$120,781
0.13% of portfolio
|
Q1 2024
Added 41.6%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,690
shares
|
$119,039
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
3,562
shares
|
$114,910
0.07% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
3,405
shares
|
$109,845
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,371
shares
|
$108,748
0.0% of portfolio
|
Q2 2024
Added 54.42%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
3,363
shares
|
$108,490
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,282
shares
|
$105,877
0.02% of portfolio
|
Q3 2023
Reduced 15.04%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
3,276
shares
|
$105,683
0.0% of portfolio
|
Q3 2025
Added 301.96%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
3,260
shares
|
$105,167
0.04% of portfolio
|
Q4 2024
Added 199.08%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,206
shares
|
$103,425
0.06% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
3,143
shares
|
$101,393
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
3,128
shares
|
$100,909
0.0% of portfolio
|
Q1 2025
Added 29.9%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
3,125
shares
|
$100,812
0.0% of portfolio
|
Q3 2025
Added 60.26%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
3,032
shares
|
$97,812
0.04% of portfolio
|
Q4 2024
Added 226.02%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
3,014
shares
|
$97,231
0.01% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
3,000
shares
|
$96,780
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
2,936
shares
|
$94,715
0.03% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
2,926
shares
|
$94,392
0.01% of portfolio
|
Q3 2025
Reduced 21.32%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
2,880
shares
|
$92,908
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
2,843
shares
|
$91,715
0.02% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,764
shares
|
$89,166
0.03% of portfolio
|
Q2 2024
Added 4.22%
|
|